Masuda Lehrman Wealth

Masuda Lehrman Wealth

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Fee-only fiduciary retirement planning for Hawaii families within five years of retirement.

Visit Hawaiiadvisor.com and book an intro call with Daniel Masuda Lehrman, CFP® today! Financial planning isn’t just about investments—it’s about making informed decisions that impact every aspect of your life. From retirement planning and tax strategies to managing risks and ensuring your estate is in order, a truly comprehensive financial plan should bring all the pieces together. As a financial

09/09/2026

This week's Youtube video is live: I Ran RMDs for a Single Retiree With $1.5M. Here's What I Found

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Want tailored advice and guidance? Schedule a consultation:
https://www.masudalehrman.com/contact

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Disclaimer: This content is for informational purposes only and is not financial, tax, or legal advice. Consult your own professionals before making decisions.



https://www.youtube.com/watch?v=JfnvRlDApJ0

09/02/2026

This week's Youtube video is live: If Your IRA Isn't Around THIS Number, RMDs Barely Matter for YOU

If you liked this video, please like and subscribe to

Want tailored advice and guidance? Schedule a consultation:
https://www.masudalehrman.com/contact

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Disclaimer: This content is for informational purposes only and is not financial, tax, or legal advice. Consult your own professionals before making decisions.



https://www.youtube.com/watch?v=hIennwnraKc

08/30/2026

This week's Youtube video is live: If You Hit This Number, Saving More Hardly Matters

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Want tailored advice and guidance? Schedule a consultation:
https://www.masudalehrman.com/contact

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Disclaimer: This content is for informational purposes only and is not financial, tax, or legal advice. Consult your own professionals before making decisions.



https://www.youtube.com/watch?v=wzToCB9AmqU

08/26/2026

This week's Youtube video is live: Retiring in Hawaii vs. The Mainland: Which Is Right For You?

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Want tailored advice and guidance? Schedule a consultation:
https://www.masudalehrman.com/contact

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Disclaimer: This content is for informational purposes only and is not financial, tax, or legal advice. Consult your own professionals before making decisions.



https://www.youtube.com/watch?v=5dvfMwjo5jA

08/19/2026

This week's Youtube video is live: Don't Convert to Roth — Unless You're One of These 3 Retirees

If you liked this video, please like and subscribe to

Want tailored advice and guidance? Schedule a consultation:
https://www.masudalehrman.com/contact

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Disclaimer: This content is for informational purposes only and is not financial, tax, or legal advice. Consult your own professionals before making decisions.



https://www.youtube.com/watch?v=mKDH-kealkc

08/15/2026

This week's Youtube video is live: You'll Probably Never Need More Than $1.5M To Retire At 60

If you liked this video, please like and subscribe to

Want tailored advice and guidance? Schedule a consultation:
https://www.masudalehrman.com/contact

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Disclaimer: This content is for informational purposes only and is not financial, tax, or legal advice. Consult your own professionals before making decisions.



https://www.youtube.com/watch?v=wdxwscpRT2A

08/12/2026

This week's Youtube video is live: Why Everything Changes the Year You Turn 61 (Not 62)

If you liked this video, please like and subscribe to

Want tailored advice and guidance? Schedule a consultation:
https://www.masudalehrman.com/contact

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Disclaimer: This content is for informational purposes only and is not financial, tax, or legal advice. Consult your own professionals before making decisions.



https://www.youtube.com/watch?v=QV2sbfw681g

08/05/2026

This week's Youtube video is live: Your FIRST Year Of Retirement: 8 Things You Need to Do Immediately

If you liked this video, please like and subscribe to

Want tailored advice and guidance? Schedule a consultation:
https://www.masudalehrman.com/contact

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Disclaimer: This content is for informational purposes only and is not financial, tax, or legal advice. Consult your own professionals before making decisions.



https://www.youtube.com/watch?v=Kl-r67eXZQA

08/02/2026

This week's Youtube video is live: The Worst Social Security Mistake Isn't Claiming at 62.. It’s THIS

If you liked this video, please like and subscribe to

Want tailored advice and guidance? Schedule a consultation:
https://www.masudalehrman.com/contact

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Disclaimer: This content is for informational purposes only and is not financial, tax, or legal advice. Consult your own professionals before making decisions.



https://www.youtube.com/watch?v=xgs5rE4j1OQ

07/28/2026

This week's Youtube video is live: I'm 55 With $2M. Can I Really Spend $10K a Month?

If you liked this video, please like and subscribe to

Want tailored advice and guidance? Schedule a consultation:
https://www.masudalehrman.com/contact

_ _
Disclaimer: This content is for informational purposes only and is not financial, tax, or legal advice. Consult your own professionals before making decisions.



https://www.youtube.com/watch?v=iksa2Okl2EE

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